FTANX Mutual Fund

FTANX Mutual Fund (Fidelity Asset Manager 30%) is managed by Fidelity Investments (US) with $1.32B in net assets. FTANX expense ratio is 0.50%, holding 6102 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2007-10-09.

FTANX performance shows a YTD return of 4.13%. The 1-year return is 5.19% and the 5-year return is 3.63%. FTANX dividend yield stands at 2.71%, paid monthly.

FTANX top holdings include Fidelity Cash Central Fund (7.6%), Fidelity Low Duration Bond Etf (4.7%), Fidelity Short-Term Bond Fund - Etf Class (2.0%), Fidelity Enhanced Small Cap Etf (Fesm) (1.6%), NVIDIA Corp (1.6%). Go to all FTANX holdings, FTANX sectors, or FTANX dividends.

FTANX can be compared against other funds. Use FTANX overlap to find shared positions, or FTANX vs another fund for a side-by-side view. FTANX alternatives are available via the screener, along with tax-loss harvesting opportunities.